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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing employee benefits, including Self-Funded and Level Funded plans, while ensuring compliance with regulatory policies. Strong ability to develop strategic plans and communicate effectively with clients and internal teams.
Highest-signal resume keywords
Employee Benefits ManagementSelf-Funded Plans ExpertiseLife & Health Insurance LicenseRegulatory Compliance KnowledgeMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Benefits CoveragesClaims ReportingOpen Enrollment ProcessesFinancial ReviewsRFP ManagementUnderwriting CoordinationWellness Strategies OversightCarrier Liaison ActivitiesRenewal NegotiationsAnalytical Problem-Solving
Soft Skills
Organizational SkillsVerbal CommunicationWritten CommunicationInterpersonal SkillsAttention to Detail
Tools & Technologies
Microsoft Office SuiteExcelWordOutlook
Certifications & Qualifications
Active Life & Health Insurance License
Industry Keywords
Insurance IndustryLarge Group ClientsCompliance PoliciesCarrier IncentivesFinancial Information Management
About the role
Key responsibilities & impact- Manage a book of business, policy quotes, and carrier liaison activities for assigned clients/groups
- Interact with new and existing clients and devise creative coverage and cost solutions
- Guide clients and internal team members on compliance and regulatory policies
- Provide monthly claim reports from carriers to clients
- Oversee wellness strategies, programs, and carrier incentives
- Review open enrollment processes, changes, financial and annual reviews, and medical costs
- Support renewals and insurance communications for employees
- Assist with escalated client issues and partner with the claims department
- Communicate regulatory changes and policy or industry mandates with legal teams and clients
- Request and monitor census reports, complete underwriting questionnaires, and coordinate carrier information
- Maintain knowledge of industry standards, insurance products, rates, coverages, policies, and carriers
- Develop relationships with producers, underwriters, and wholesale brokers
- Manage RFPs, non-renewals, and cancellation requests
- Lead assigned book-of-business strategy and client decision-making
- Develop multi-year strategic plans, present them to clients/groups, and manage financial information and renewal negotiations
- Prepare and present renewals with the internal Marketing team
Requirements
What you’ll need- High school diploma required
- Minimum 4+ years of large complex employee benefits experience within an insurance related industry, with an emphasis on Self-Funded, Level Funded and Large Group Clients
- Active Life & Health Insurance license required
- Strong knowledge of employee benefits coverages, with emphasis on Self-funded, Level Funded, and Large Group relationships
- Excellent organizational skills with the ability to prioritize, manage deadlines, and work proactively
- Strong verbal, written, and interpersonal communication skills
- Proficiency with Microsoft Office Suite, including Word, Outlook, and Excel
- Strong analytical, problem-solving, and attention-to-detail skills
